+94.1%
HUT vs XOP
+156.8%
-62.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.7% | +4.7% | +5.2% |
| 7D | +28.3% | +0.6% | +27.6% | +27.7% |
| 30D | +12.3% | +16.5% | -4.2% | 0.0% |
| 3M | -16.8% | +15.7% | -32.5% | -26.1% |
| 6M | +111.4% | +19.2% | +92.2% | +74.0% |
| YTD | +116.6% | +55.0% | +61.6% | +41.9% |
| 1Y | +290.5% | +54.2% | +236.3% | +158.4% |
| 3Y | +792.3% | +35.9% | +756.4% | +556.5% |
| 5Y | +94.1% | +162.4% | -68.3% | -4.4% |
| All | +94.1% | +156.8% | -62.7% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded XOP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling